+37,360.5%
ADI vs HUM
+5,540.8%
+31,819.7%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +2.6% | -0.2% | +2.9% | +2.7% |
| 30D | -4.6% | +3.7% | -8.3% | -5.3% |
| 3M | -9.5% | +10.4% | -19.9% | -11.2% |
| 6M | +14.8% | +125.7% | -110.9% | -1.0% |
| YTD | +35.8% | +57.3% | -21.5% | +23.6% |
| 1Y | +48.9% | +48.6% | +0.3% | +36.4% |
| 3Y | +115.6% | -11.3% | +126.9% | +109.9% |
| 5Y | +135.1% | +0.8% | +134.3% | +120.6% |
| 10Y | +636.4% | +146.7% | +489.8% | +487.1% |
| All | +37,360.5% | +5,540.8% | +31,819.7% | +13,859.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUM.
Daily Out/Under-Performance
Portfolio return minus HUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HUM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling